Added to YB: 2024-08-12
Pitch date: 2024-06-30
AHT.L [bullish]
Sunbelt Rentals Holdings, Inc.
-7.79%
current return
Author Info
No bio for this author
Company Info
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
$26.9B
Pitch Price
$51.30
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.50
P/E
20.07
EV/Sales
3.41
Sector
Trading Companies and Distributors
Category
value
Dodge & Cox International Stock Fund New Position: Ashtead Group plc
AHT.L: UK-based Ashtead, 2nd largest in fragmented N. American construction equipment rental. Strong mgmt, double-digit growth, competitive scale advantages. Long growth runway. Bought at reasonable value due to cyclical concerns. Attractive entry in expensive Industrials sector.
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